STREAMPLAY STUDIO LIMITED — Investor Presentation 2020

Sep 22, 2020

ASX:EM1 INVESTOR PRESENTATION

SEPTEMBER 2020

Overview

We primarily offer our "Tournament Technology" which is an online gaming tournament platform and eSports lifestyle hub where casual, social and hardcore gamers can enter hundreds of tournaments on their mobile, tablet or PC and compete against each other to earn rewards and win prizes.

We are in the final stages of developing a game streaming service with our partners using the GameCloud technology and Microsoft infrastructure that is an all-in-one entertainment platform for smart mobile devices and smart TVs to support immersive premium quality cloud gaming, live streaming, video, interactive comics, esports and leveraging ecommerce.

Our go-to-market ("GTM") strategies target mobile network operators ("MNOs"), affiliate networks, PayTV providers, hardware/software marketplaces & ecosystems and other content distribution networks ("CDNs").

eSports and Gaming are nascent high growth industries representing significant global earnings opportunities. "The World's 2.7 Billion Gamers Will Spend $159.3 Billion on Games in 2020; The Market Will Surpass $200 Billion by 2023"

- Newzoo Global Games Report

Emerge Gaming Limited (ASX: EM1) is a leading eSports, Gaming and Technology Company.

Opportunity

• USD $90 billion global mobile gaming revenue
• Mobile games dominate with 56% of the total global gaming industry revenue (Source: Dot Com Infoway)
• 5 billion global mobile phone subscribers
• 2.6 billion 5G subscribers by 2025
• Proven market appetite with big brands such as Google Stadia and Nvidia are launching cloud game streaming offerings in the last 12 months
• Africa is the fastest growing region for 5G Mobile Broadband, 44% Mobile penetration in Africa

The Market

Over 90% of the global gaming market are casual gamers starved of high quality, engaging content due to common barriers like large downloads, high costs & additional hardware requirements

Downloads required Hardware Low Latency

play 10+ hrs per week

US $90b

global mobile gaming revenue

Providing immersive and entertaining content solutions to emerging and developed markets

Hardware & Software Partnerships

Innovative Technology

Building Communities

Distribution Partnerships

Our Products

Casual Gaming Tournament Platform MTN Arena B2B2C • Miggster Mobile B2C • Arcade X B2C

Online eSports and casual gaming tournament platforms where casual, social and hardcore gamers can compete in hundreds of titles on their mobile, tablet or PC to earn rewards and win prizes.

Game Cloud Streaming Platform Miggster Premium B2C

Games streaming technology that is an all-in-one entertainment platform delivering to mobile smart devices and smart TVs. Includes cloud gaming, live streaming, video, comics, esports and leveraging ecommerce.

• • Partnerships with multinational MNOs
• • Mass user scale and adoption
• • Partner marketing support for VAS product
• • Mobile subscription billing integration

MTN Agreement

• • Emerge operates the MTN Arena
• • Emerge earns 40% of net revenue
• • MTN pays marketing and prizes
• • AUD$0.26c daily subscription fees

Emerge & MTN Demonstrate Cloud Game Streaming over 5G.

Go-to-Market Strategy B2B2C Mobile Network Operators

MTN Arena Go-to-Market Status

MTN Arena MTN's Commitment

>10,000 Platform Subscribers and growing

~AUD $200,000 MTN Marketing Spend *

1 million Live Audience TV Show Campaign

2 million Bulk SMSs per month

10 million Impressions Social Influencers

~AUD $100,000 MTN Sponsored Prizes *

29 million Subscribers MTN South Africa

2.5 million MTN Digital Channel Audience

• • Partnerships with Affiliate Networks
• • Premium customers at premium subscription rates
• • Access to large networks of affiliates
• • Affiliates are product ambassadors

Miggster Movement

Miggster Reveal

Go-to-Market Strategy B2C Affiliate Networks

Potential ARR

• • Emerge operates Miggster Mobile
• • Emerge earns 64.5% of net revenue
• • TIM pays marketing and prizes
• • ~AUD$12 monthly subscription fees
• • TIM guarantees 100,000 subscribers

B2C Affiliate Marketing Strategy

• • 12 million affiliates and growing
• • Performance-based affiliate marketing
• • Sophisticated affiliate management technology
• • Affiliate digital sales tools - videos, documents & images
• • Affiliates earn from selling and maintaining subscriptions
• • Activate account management
• affiliate ambassadors

Affiliate Earnings Structure from TIM product profit share

Total Margin profit

Miggster Premium

• ISV Partner with Microsoft
• Microsoft Azure edge computing for Game Cloud Streaming
• Opportunity to co-sell Game Cloud Streaming with Microsoft Azure
• B2B distribution to MNOs & PayTV providers

Go-to-Market Strategy B2B Microsoft

B2B Microsoft Partnership Structures

as a service online

Single-instance, Multi-tenant

Emerge application deployed into customers' own Azure subscription

Monetisation

Pay-As-You-Use ("PAYU") Service Revenue

Corporate Sponsorship Revenue

Advertising Revenue

Subscription Based Recurring Revenue (DRR / MRR / ARR)

eCommerce Revenue - Digital Assets

Miggster

EM1 Corporate Head Office Perth, Australia

EM1 Operational Head Office Cape Town, South Africa

Timelines

Testimonials

"I truly believe that online gaming on mobile devices will be a great success for everyone involved. And we could not have asked for a better business partner than Emerge Gaming in this promising joint venture. We have the most ambitious and fastest growing sales force in the world while Emerge Gaming delivers outstanding technology solutions and content."

Johan Staël von Holstein CEO of TIM

"We believe that the future of e-sports is mobile. In making prize tournaments available to the mass market in an inexpensive way, and without the need for large downloads, we hope to give our customers a new, exciting digital experience, whilst opening up the world of competitive gaming to users who would not normally have access to tournaments,"

Ernst Fonternel Chief Digital Officer for MTN "Cloud gaming will do to gaming what video-on-demand has done to TV, it's a complete game-changer only this is a game-changer that will be delivered by 5G," Fonternel says.

Investment Highlights

• • Well-funded with AUD $2.0M in cash at bank*
• • Strong short, medium and long-term returns
• • Share price growth >300% in 6 months
• • Gaming and eSports industries exposure
• • Industries outperforming music and film
• • Highly scalable recurring revenue model
• • Global GTM strategy with established partners
• • Next trend "Netflix of Gaming"
• • Economies of scale leveraging technology and partnerships
• • Microsoft ISV partnership Opportunity to co-sell Game Cloud Streaming

* Per last quarter

Company Snapshot

LISZT LO CFO

Certified Practising Accountant with 10 years' experience in various accounting and taxation roles.

DEREK HALL Company Secretary

ASX listed CFO, Chartered Secretary & Fellow of the Financial Services Institute.

BERT MONDELLO Non-Executive Chairman

Experienced company executive across the private and public sectors. Substantial Equity Market and technology knowledge.

PHILIP RE Non-Executive Director

Experienced Company director, corporate and M&A advisor acting on several ASX listed Boards

Chartered Accountant with over 23 years' experience in investment banking & private equity.

JONATHAN HART Non-Executive Director

Practising lawyer with a broad range of legal, company director and corporate experience.

GREG STEVENS CEO & Executive Director

Co-Founder with 10 years' experience in gaming startups in USA. Former director of world-class esports development agency, working with Ubisoft, Blizzard & Activision.

Key Statistics

Share price: AUD$ 0.044c Market cap: AUD$ 29M Cash on hand: ~AUD$ 2M Shares on issue: 667,573,383 Listed options on issue: 453,611,398 Options price: AUD$ 0.02c Options expiry: 18 April 2021 Top 20 Shareholders (incl. Board & Management): > 50% holding

This presentation has been prepared by Emerge Gaming Limited referred to as the Company. It contains general information about the Company's activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This presentation is not to be distributed (nor taken to have been distributed) to any persons in any jurisdictions to whom an offer or solicitation to buy shares in the Company would be unlawful. Any recipient of the presentation should observe any such restrictions on the distribution of this presentation and warrants to the Company that the receipt of the presentation is not unlawful. It should not be considered as an offer or invitation to subscribe for,or purchase, any securities in the Company or as an inducement to make an offer or invitation with respect to those securities. No agreement to subscribe for securities in the Company will be entered into on the basis of this presentation or any information, opinions or conclusions expressed in the course of this presentation. This presentation is not a prospectus, product disclosure document or other offering document under Australian law or under any other law. It has been prepared for information purposes only. This presentation contains general summary information and does not take into account the investment objectives, financial situation and particular needs of any individual investor. It is not financial product advice and investors should obtain their own independent advice from qualified financial advisors having regarding to their objectives, financial situation and needs. The Company nor any of its related bodies corporate is licensed to provide financial product advice. This presentation and information, opinions or conclusions expressed therein contains forecasts and forwardlooking information. Such forecasts, projections and information are not a guarantee of future performance, involve unknown risks and uncertainties. Actual results and developments will almost certainly differ materially from those expressed or implied. You should not act or refrain from acting in reliance on this presentation, or any information, opinions or conclusions expressed in the course of this presentation. This presentation does not purport to be all inclusive or to contain all information which its recipients may require in order to make an informed assessment of the prospects of Emerge Gaming Limited (EM1). You should conduct your own investigation and perform your own analysis in order to satisfy yourself as to the accuracy and completeness of the information, statements and opinions contained in this presentation before making any investment decision. Recipients of this presentation must undertake their own due diligence and make their own assumptions in respect of the information contained in this presentation and should obtain independent professional advice before may any decision based on the information. No representation or warranty, express or implied, is made in relation to the fairness, accuracy or completeness of the information, opinions and conclusions expressed in the course of this presentation. To the maximum extent permitted by law, no representation, warranty or undertaking, express or implied, is made and, no responsibility or liability is accepted by the Company or any of its officers, employees, agents or consultants or any other person as to the adequacy, accuracy, completeness or reasonableness of the information in this presentation. To the maximum extent permitted by law, no responsibility for any errors or omissions from this presentation whether arising out of negligence or otherwise is accepted. An investment in the shares of the Company is to be considered highly speculative. This presentation and information, opinions or conclusions expressed in the course of this presentation should be read in conjunction with EM1's other periodic and disclosure announcements which are made available on the Emerge Gaming Limited website (www.emergegaming.com.au) and on the Australian Securities Exchange website.

Disclaimer

Gregory Stevens, CEO of Emerge:

"The future of gaming is the streaming of immersive and interactive high-quality 3D graphic content delivered in high definition video and with 5.1 surround sound to smartphones, tablets and smart TVs. No downloads, no hardware and no patches."

For further information:

Australia

Bert Mondello

Chairman E: bm@emergegaming.com.au P: +61 8 6380 2555

South Africa

Gregory Stevens

CEO E: greg@emergegaming.com.au P: +27 72 420 4811